Jim Agostini, CFP®, ChFC®
Principal and Owner
CONTACT AT
Email: jim.agostini@dav-fd.com
Office: (803) 741 – 0134
Mobile: (803) 530 – 5375 (Call Only)
Text: (803) 339 - 3910 (Texting Only)
My Biography
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CERTIFIED FINANCIAL PLANNER™
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Chartered Financial Consultant®
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Virginia Military Institute, ’86 BS, Civil Engineering
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University of South Carolina, Darla Moore School of Business – Certificate of Financial Planning, ’04
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U.S. Army Officer, Corps of Engineers, 1986 – 1995
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Advisor from 1995-1998
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District Advisor & Registered Principal, First Command Financial Planning, 1998 – May 2012
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SC LH&A Insurance License, Series 6, 7, 24, 26, 51, and 63 held by LPL Financial; Series 65 held by DaVinci Financial Designs®
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Married to Lindsay, three children, Thomas, Tori and Caroline
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Enjoys participating in triathlons and spending time with his family